Associate Director- Salesforce

CrossCountry Consulting; United States; On-site; USD 145,000 - 210,000; Full time

Benefits offered by this job

Annual bonus

401(k) matching

Healthcare benefits

Job summary

CrossCountry Consulting is seeking a Senior Salesforce Consultant to lead client engagements in the United States, overseeing projects, budgets, and configurations with a hands-on approach. You will drive solution design, change management, and risk management while building strong client relationships and delivering measurable value.

The role requires 7+ years of professional services experience and deep Salesforce expertise across Sales Cloud, Service Cloud, CPQ, and related clouds, with a

Qualifications

• 7+ years of professional services experience.
• Experience implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, and providing Salesforce managed services.
• Experience covering all aspects of Salesforce projects, from planning and delegation to process flow discovery, functional/technical design, training, testing, go-live support, and project management.
• Proven expertise in business process analysis and solution design.
• Strong preference for prior experience configuring clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ.
• Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results.
• Proficiency in Excel, Word, PowerPoint, and Outlook.
• Consistent success in building and developing strong client relationships.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation, in alignment with firm policies and client standards.

Responsibilities

• Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases, and maintain an integrated project plan.
• Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process.
• Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks.
• Take ownership of the technical aspects of the project, ensuring successful implementation.
• Guide customers through the change management process, providing resources and strategies to ensure a smooth transition.
• Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues.
• Oversee scheduling of configuration, testing, and go-live preparation, and coordinate implementations of 3rd party apps, integrations, etc.
• Perform business analysis to design and implement Salesforce within the client's environment and manage the solution design process, approvals, development, and final testing.
• Assist in preparing baseline SOWs or change orders as needed.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Skills

Salesforce experience

Project management

Business process analysis

Sales Cloud / Service Cloud / CPQ

AI awareness

Client relationship management

Excel / Word / PowerPoint / Outlook

Multitask / schedule management

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field

Tools

Salesforce

Excel

PowerPoint

Word

Outlook

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000’s Fastest Growing Companies and Glassdoor’s Best Places to Work. With our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You’ll bring your first‑hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

What You’ll Do

• Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases, and maintain an integrated project plan.
• Lead and consult on Salesforce configurations, taking a hands‑on role in all aspects of the process.
• Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks.
• Take ownership of the technical aspects of the project, ensuring successful implementation.
• Guide customers through the change management process, providing resources and strategies to ensure a smooth transition.
• Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues.
• Oversee scheduling of configuration, testing, and go‑live preparation, and coordinate implementations of 3rd party apps, integrations, etc.
• Perform business analysis to design and implement Salesforce within the client's environment and manage the solution design process, approvals, development, and final testing.
• Assist in preparing baseline SOWs or change orders as needed.
• Contribute to developing and implementing firm‑approved, AI‑enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

What You’ll Bring

• 7+ years of professional services experience.
• Experience implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.
• Experience covering all aspects of Salesforce projects, from planning and delegation to process flow discovery, functional/technical design, training, testing, go‑live support, and project management.
• Proven expertise in business process analysis and solution design.
• Strong preference for prior experience configuring clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ.
• Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results.
• Proficiency in Excel, Word, PowerPoint, and Outlook.
• Consistent success in building and developing strong client relationships.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation, in alignment with firm policies and client standards.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or a related field from an accredited university.

An estimate of the current range is $145,000 - $210,000 per year + annual bonus + additional benefits.

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage, flexible spending accounts, and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well‑being. For detailed information about benefits at CrossCountry, please visit https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.